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Berkshire Hathaway Class B

4,112 hedge funds and large institutions have $396B invested in Berkshire Hathaway Class B in 2024 Q3 according to their latest regulatory filings, with 205 funds opening new positions, 1,637 increasing their positions, 1,618 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 205 | Existing positions closed: 84

70% more call options, than puts

Call options by funds: $10.5B | Put options by funds: $6.2B

13% more capital invested

Capital invested by funds: $349B → $396B (+$46.8B)

6% more funds holding in top 10

Funds holding in top 10: 671708 (+37)

2% more funds holding

Funds holding: 4,0374,112 (+75)

1% more repeat investments, than reductions

Existing positions increased: 1,637 | Existing positions reduced: 1,618

0.92% more ownership

Funds ownership: 65.59%66.51% (+0.92%)

Holders
4,112
Holders Change
+75
Holders Change %
+1.86%
% of All Funds
58.99%
Holding in Top 10
708
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+5.51%
% of All Funds
10.16%
New
205
Increased
1,637
Reduced
1,618
Closed
84
Calls
$10.5B
Puts
$6.2B
Net Calls
+$4.34B
Net Calls Change
+$574M
Name Holding Trade Value Shares
Change
Change in
Stake
HWMT
3276
Heritage Wealth Management (Texas)
Texas
$648K
AHB
3277
Abner Herrman & Brock
New Jersey
$648K -$22.1K -50 -3%
KPWG
3278
KFA Private Wealth Group
Virginia
$647K -$89.8K -203 -13%
MCA
3279
Martin Capital Advisors
Texas
$646K
GWMIA
3280
Global Wealth Management Investment Advisory
Florida
$645K -$229K -518 -27%
IWS
3281
Integrity Wealth Solutions
Colorado
$644K -$9.73K -22 -2%
SMH
3282
Sanders Morris Harris
Texas
$642K
FAG
3283
Fortitude Advisory Group
Washington
$642K +$37.1K +84 +6%
TAM
3284
Tucker Asset Management
Colorado
$642K +$92K +208 +18%
IAP
3285
Indie Asset Partners
Indiana
$641K
FA
3286
FC Advisory
Pennsylvania
$641K +$6.19K +14 +1%
DFG
3287
Demars Financial Group
Washington
$640K +$3.1K +7 +0.5%
AWMNH
3288
Arcadia Wealth Management (New Hampshire)
New Hampshire
$636K -$2.65K -6 -0.4%
AL
3289
ADE LLC
Maryland
$635K
SDWMA
3290
Schneider Downs Wealth Management Advisors
Pennsylvania
$635K +$179K +404 +41%
OIC
3291
Orion Investment Company
Missouri
$634K +$145K +328 +31%
MAG
3292
M3 Advisory Group
Massachusetts
$633K +$15.9K +36 +3%
SWM
3293
SilverOak Wealth Management
Minnesota
$633K +$884 +2 +0.1%
AWM
3294
AAF Wealth Management
Massachusetts
$631K
CM
3295
Cercano Management
Washington
$630K +$605K +1,369 New
BFP
3296
Briaud Financial Planning
Texas
$630K
CST
3297
Charles Schwab Trust
Nevada
$630K -$314K -709 -34%
CL
3298
COWA LLC
Oklahoma
$628K +$26.5K +60 +5%
MAM
3299
Mainsail Asset Management
Alabama
$628K
WFO
3300
Wealthgate Family Office
Colorado
$626K -$126K -284 -17%

BRK.B Hedge Fund Activity: Q3 2024 in Review

4,112 of the 6,971 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q3 2024, worth a combined $396B — up 13% from $349B a quarter earlier.

Buyers outnumbered sellers: 205 funds opened new BRK.B positions and 84 closed out — a net gain of 121 holders — while 1,637 added to existing stakes and 1,618 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $3.74B. The largest seller was Norges Bank, cutting an estimated $1.29B.

  • 4,112 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q3 2024, up from 4,037 in Q2 2024.
  • Funds reported $396B of Berkshire Hathaway Class B stock for Q3 2024, up 13% quarter-over-quarter.
  • 205 funds opened new Berkshire Hathaway Class B positions in Q3 2024 and 84 closed out, a net change of +121 holders.
  • The largest Berkshire Hathaway Class B buyer in Q3 2024 was International Assets Investment Management, an estimated $3.74B added.
  • The largest Berkshire Hathaway Class B seller in Q3 2024 was Norges Bank, an estimated $1.29B sold.

Based on aggregated 13F filings for Q3 2024.